Colony Family Offices, LLC Ishares Core S&P Sm Cap ETF Transaction History
Colony Family Offices, LLC
- $265 Million
- Q1 2024
A detailed history of Colony Family Offices, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Colony Family Offices, LLC holds 234,672 shares of IJR stock, worth $24.8 Million. This represents 9.8% of its overall portfolio holdings.
Number of Shares
234,672
Previous 232,046
1.13%
Holding current value
$24.8 Million
Previous $25.1 Million
3.25%
% of portfolio
9.8%
Previous 10.22%
Shares
13 transactions
Others Institutions Holding IJR
# of Institutions
2,452Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.56 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.24 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.03 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.75 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.37 Billion0.79% of portfolio